Rekha TrivediCRD Number: 6989350
Current Firm: Mml Investors Services, LLC
Rekha Trivedi (CRD# 6989350) is an Investment Advisor Representative working at Mml Investors Services, LLC in Edison, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Mml Investors Services, LLC||Edison, NJ||Sep 2018 - Current||4|
|Massmutual||Edison, NJ||Nov 2017 - Current||5|
|Unemployed||Edison, NJ||Apr 2013 - Nov 2017||4|
|Jalaram Productions Inc.||South Plainfield, NJ||Oct 2007 - Mar 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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